I investigate companies for a living (sort of)
I start reading books on the company, biographies of their CEO, arcane unknown interviews that lie in a forgotten corner of the internet and talk...
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What Happened to My Rolexes, Champagnes and Birkins? Luxury Is Not so Pricey Anymore $MC.PA, $RM...
Luxury stocks are quietly having a midlife crisis. Despite looking optically expensive on a trailing earnings basis, luxury names are trading...
197 Views
Tech Supply Chain Tracker (01-Oct-2024): Intel's EUR10B plant stalls in Germany.
Intel's semiconductor plant in Germany faces delay due to chip and battery budget battle, Taiwan's luxury car market thrives, AI boosts nuclear...
346 Views
Tech Supply Chain Tracker (25-Sep-2024): Lenovo invests US$1 billion in AI over 3 years.
Lenovo invests $1B in AI, Garmin sees sales boost, iPhone 16 shows strong start, military spending surges, Taiwan leads 6G, Stellantis partners...
359 Views
Pegasus Asia – Tikehau Capital & Financière Agache-backed SPAC – Lists on SGX
Pegasus Asia, backed by experienced sponsors (Tikehau Capital, Financière Agache, Diego De Giorgi and Jean-Pierre Mustier), seeks to search for...
1.5k Views